Leo Wealth, LLC Portfolio Holdings

Leo Wealth, LLC

  • $696 Billion
  • Q1 2025

Leo Wealth, LLC has filed its 13F form on May 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $696 Billion distributed in 269 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Johnson & Johnson with a value of $62.5B, Affirm Holdings, Inc. with a value of $43B, Vanguard World Fd Esg U.S. Sto with a value of $37.2B, Vanguard World Fd Esg Intl Stk with a value of $36.4B, and Goldman Sachs ETF Tr Activebet with a value of $26.8B.

Examining the 13F form we can see an decrease of $420B in the current position value, from $1.12T to 696B.

Leo Wealth, LLC is based out at Hurst, TX

Below you can find more details about Leo Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $696 Billion
ETFs: $352 Billion
Healthcare: $87.7 Billion
Technology: $85.6 Billion
Consumer Cyclical: $33.3 Billion
Financial Services: $33 Billion
Communication Services: $17.7 Billion
Consumer Defensive: $16.5 Billion
Real Estate: $13.2 Billion
Other: $33.5 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.75B
$1.35 Billion 0.19% of portfolio
12,067
Q1 2025 Reduced 0.14%
$374B
$1.33 Billion 0.19% of portfolio
7,830
Q1 2025 Reduced 45.73%
$40.4B
$1.29 Billion 0.19% of portfolio
15,726
Q1 2025 Added 21.81%
$0
$1.29 Billion 0.19% of portfolio
13,351
Q1 2025 New
$299B
$1.32 Billion 0.19% of portfolio
18,366
Q1 2025 Reduced 42.19%
$804B
$1.32 Billion 0.19% of portfolio
5,395
Q1 2025 Reduced 36.96%
$0
$1.28 Billion 0.18% of portfolio
58,845
Q1 2025 Added 53.91%
$0
$1.28 Billion 0.18% of portfolio
58,753
Q1 2025 Reduced 25.53%
$431B
$1.26 Billion 0.18% of portfolio
1,327
Q1 2025 Reduced 52.74%
$221B
$1.23 Billion 0.18% of portfolio
4,559
Q1 2025 Reduced 22.2%
$0
$1.27 Billion 0.18% of portfolio
24,268
Q1 2025 New
$217B
$1.26 Billion 0.18% of portfolio
2,298
Q1 2025 Reduced 19.9%
$193B
$1.16 Billion 0.17% of portfolio
3,716
Q1 2025 Reduced 3.03%
$1.73B
$1.09 Billion 0.16% of portfolio
33,500
Q1 2025 Reduced 12.55%
$0
$1.09 Billion 0.16% of portfolio
46,599
Q1 2025 Reduced 16.07%
$544B
$1.11 Billion 0.16% of portfolio
1,187
Q1 2025 Reduced 56.68%
$214B
$1.08 Billion 0.16% of portfolio
8,172
Q1 2025 Reduced 31.88%
$0
$1.04 Billion 0.15% of portfolio
45,547
Q1 2025 Added 26.84%
$0
$1.07 Billion 0.15% of portfolio
49,234
Q1 2025 Added 14.98%
$1.02T
$1.04 Billion 0.15% of portfolio
4,021
Q1 2025 Reduced 20.67%
$218M
$1.05 Billion 0.15% of portfolio
53,788
Q1 2025 Added 61.77%
$0
$958 Million 0.14% of portfolio
13,040
Q1 2025 Reduced 0.44%
$0
$968 Million 0.14% of portfolio
7,503
Q1 2025 Reduced 73.77%
$0
$995 Million 0.14% of portfolio
22,761
Q4 2024 Reduced 1.48%
$0
$997 Million 0.14% of portfolio
17,978
Q1 2025 Reduced 2.33%
$569B
$981 Million 0.14% of portfolio
7,014
Q1 2025 Added 12.67%
$152B
$999 Million 0.14% of portfolio
3,528
Q1 2025 Added 24.23%
$154B
$971 Million 0.14% of portfolio
1,951
Q1 2025 Added 0.26%
$258B
$897 Million 0.13% of portfolio
4,482
Q1 2025 Reduced 3.01%
$45.7B
$905 Million 0.13% of portfolio
12,488
Q1 2025 Added 1.22%
$0
$902 Million 0.13% of portfolio
9,657
Q1 2025 Reduced 0.5%
$73.6B
$873 Million 0.13% of portfolio
9,313
Q1 2025 Reduced 30.8%
$27.5B
$873 Million 0.13% of portfolio
3,828
Q1 2025 Reduced 5.81%
$0
$910 Million 0.13% of portfolio
6,778
Q1 2025 Added 0.39%
$355B
$939 Million 0.13% of portfolio
2,562
Q1 2025 Reduced 59.44%
$3.45B
$848 Million 0.12% of portfolio
16,000
Q1 2025 New
Authid Inc
-
$841 Million 0.12% of portfolio
-
Q3 2024 Added 0.82%
$0
$805 Million 0.12% of portfolio
13,308
Q1 2025 Reduced 6.13%
$135B
$848 Million 0.12% of portfolio
7,571
Q1 2025 Reduced 35.32%
$123B
$846 Million 0.12% of portfolio
1,894
Q1 2025 Reduced 17.11%
$151B
$853 Million 0.12% of portfolio
23,112
Q1 2025 Reduced 23.58%
$0
$831 Million 0.12% of portfolio
29,716
Q1 2025 Reduced 96.26%
$136B
$770 Million 0.11% of portfolio
3,259
Q1 2025 Reduced 13.44%
$55.1B
$748 Million 0.11% of portfolio
1,179
Q1 2025 Added 85.67%
$7.16B
$744 Million 0.11% of portfolio
14,917
Q1 2025 Added 1.73%
$100B
$793 Million 0.11% of portfolio
4,598
Q1 2025 Added 3.21%
$173B
$769 Million 0.11% of portfolio
5,006
Q1 2025 Reduced 31.21%
$1.71B
$663 Million 0.1% of portfolio
10,816
Q4 2024 New
$67.7B
$703 Million 0.1% of portfolio
20,606
Q1 2025 Reduced 20.12%

Summary

  • Portfolio
  • No. of Stocks 269
  • Current Value $696 Billion
  • Prior Value $1.12 Trillion
  • Filing
  • Period Q1 2025
  • Filing Date May 02, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 20 stocks
  • Additional Purchases 69 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 163 stocks
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